Security key
739128106
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 12,067,538
- Total 13F shares
- 10,985,610
- Share change
- +1,703,732
- Total reported value
- $2,316,259,646
- Put/Call ratio
- 61%
- Reported price per share
- $210.45
- Number of holders
- 367
- Value change
- +$366,796,557
- Number of buys
- 200
- Number of sells
- 156
Security identity
Holder snapshot
Report period
Q2 2025
Institutions
367
Top holders
10
POWL full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
POWELL INDUSTRIES INC SEC filings
POWELL INDUSTRIES INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 739128106
Recent filing periods:
Ownership snapshot
Top reported holders of POWL - POWELL INDUSTRIES INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Transform Wealth, LLC
13D/G signal
—
Evidence rows
15
Latest as of
31 Mar 2025
13F
Lead comparable stake: 13%
Showing 1-6 of 15 holder rows.
Rank 1 holder
Transform Wealth, LLC
13F
- Ownership
- 13%
- Position
- $277.28M
Rank 2 holder
BlackRock, Inc.
13F
- Ownership
- 12%
- Position
- $248.4M
Rank 3 holder
VANGUARD GROUP INC
13F
- Ownership
- 5.8%
- Position
- $118.87M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Transform Wealth, LLC |
13F
Company
|
13%
|
$277,281,740
1,627,909 shares
|
— | 31 Mar 2025 |
| BlackRock, Inc. |
13F
Company
|
12%
|
$248,402,480
1,458,360 shares
|
— | 31 Mar 2025 |
| VANGUARD GROUP INC |
13F
Company
|
5.8%
|
$118,871,092
697,887 shares
|
— | 31 Mar 2025 |
| MORGAN STANLEY |
13F
Company
|
5.1%
|
$105,177,563
617,492 shares
|
— | 31 Mar 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
4%
|
$82,234,538
482,786 shares
|
— | 31 Mar 2025 |
| STATE STREET CORP |
13F
Company
|
2.9%
|
$59,435,632
348,944 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
367
Shares
10,985,610
Rows available
367
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
336
Q2 2025 holders
367
Holder diff
31
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend